Bridge Capital Advisors provides general consulting, discretionary outsourced chief investment officer services, and direct investment managed accounts to institutional clients, pension funds, foundations, endowments, trusts, corporations, and individuals. Bridge Capital assists clients with investment policies, asset allocation, trustee education, vendor evaluation, investment manager due diligence and selection, and portfolio performance reporting. Investment management and consulting services are delivered on both discretionary and non-discretionary bases depending on client agreements.
Assets Under Management$690M
Clients7
Advisors1
Avg. per Client$98M
Avg. per Advisor$690M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
General consulting fees range from 0.05% to 0.15%, and investment advisory fees have a maximum of 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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